Practifi Propel Places Executives within the Driver’s Seat With New Superior Analytics to Manage and Floor Mission-Crucial Knowledge
CHICAGO, Sept. 13, 2022 /PRNewswire/ — Practifi, a efficiency optimization platform for the wealth administration {industry}, at this time introduced the launch of its newest information visualization software for wealth establishments, broker-dealers and RIAs. Tailor-made to the wants of a fast-growing {industry} that depends on knowledgeable enterprise choices for long-term success, Practifi Propel options pre-built energy dashboards that assist rework information into perception, motion and excellence at scale, utilizing the ability of Practifi’s award-winning enterprise administration platform.
Glenn Elliott, CEO and Co-Founding father of Practifi, stated, “Excessive-performing wealth administration corporations should guarantee they’re on observe to satisfy their objectives by consistently monitoring the standard and supply of latest enterprise and natural development. However the insights they search are sometimes inaccessible when information is siloed and situated on a number of platforms. We imagine investing in a agency’s information and analytics infrastructure finally amplifies the agency’s core strengths – remodeling the best way the agency makes choices. For monetary advisors and different executives on the coronary heart of enterprise improvement, Practifi Propel provides a game-changing information visualization expertise that makes use of best-of-breed expertise to leverage the ability of knowledge analytics.”
Practifi Propel is a unified analytics answer that helps administration executives make clever, well-informed choices concerning purchasers, profitability and total enterprise well being. It provides a fowl’s eye view of a agency’s fundamentals, shopper demographics and advisor efficiency whereas lowering a agency’s danger publicity.
Propel contains two elements: a knowledge processing platform that organizes and snapshots the Practifi information mannequin, and a set of expertly-designed, industry-specific dashboards that rework information into highly effective insights. The Propel information platform acts because the engine that classifies and aggregates information to uncover significant patterns and developments. Propel’s energy dashboards present customers a turnkey and extremely interactive analytics expertise, surfacing key enterprise insights about profitability, shopper development and enterprise pipeline.
Elliott concluded, “At this time’s main wealth administration corporations depend upon information to drive personalised shopper experiences and enhance enterprise efficiencies. Practifi Propel abolishes the challenges of siloed expertise and seamlessly connects methods so executives can achieve important insights and obtain better success. Designed for the wealth administration {industry}, our new software makes use of the appropriate information infrastructure and analytics engine to scale back the danger of misplaced income alternatives and energy a extra data-driven future.”
About Practifi
Practifi is the efficiency optimization platform purpose-built for the wealth administration {industry}. Practifi empowers groups to automate workflows, create wealthy shopper information, and entry superior analytics in a unified expertise. With complete APIs, a spread of specialist wealth {industry} integrations, and an ecosystem of a whole bunch of built-in apps, our platform centralizes information and provides better visibility throughout organizations. Headquartered in Chicago, Illinois, with places of work in Sydney, Australia, Practifi permits organizations throughout the globe to deepen loyalty with their purchasers and pioneer the way forward for wealth administration. To be taught extra, go to practifi.com
SOURCE Practifi
